Monument Capital Management Southern CO Transaction History

Monument Capital Management

$393 Million
Q3 2025

A detailed history of Monument Capital Management transactions in Southern CO stock. As of the latest transaction made, Monument Capital Management holds 4,019 shares of SO stock, worth $364,041. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,019

Previous 4,059 0.99%

Holding current value

$364,041

Previous $372,000 2.15%

% of portfolio

0.1%

Previous 0.1%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$90.83 - $96.0 $3,633 - $3,840	-40 Reduced 0.99%	4,019 $380,000
Q2 2025 Jul 24, 2025	BUY	$84.91 - $92.56 $344,649 - $375,701	4,059 New	4,059 $372,000
Q2 2022 Jul 20, 2022	SELL	$65.39 - $76.51 $7,258 - $8,492	-111 Reduced 3.45%	3,109 $222,000
Q1 2022 Apr 14, 2022	BUY	$62.84 - $72.51 $202,344 - $233,482	3,220 New	3,220 $234,000
Q3 2020 Oct 23, 2020	SELL	$51.56 - $55.78 $2.28 Million - $2.47 Million	-44,220 Closed	0 $0

Q2 2020 Jul 16, 2020	SELL	$50.14 - $60.33 $92,658 - $111,489	-1,848 Reduced 4.01%	44,220 $2.29 Million
Q1 2020 Apr 14, 2020	SELL	$43.23 - $70.85 $38,690 - $63,410	-895 Reduced 1.91%	46,068 $2.49 Million
Q4 2019 Jan 14, 2020	SELL	$60.33 - $63.86 $10,256 - $10,856	-170 Reduced 0.36%	46,963 $2.99 Million
Q3 2019 Oct 21, 2019	SELL	$54.84 - $61.98 $110,721 - $125,137	-2,019 Reduced 4.11%	47,133 $2.91 Million
Q2 2019 Jul 23, 2019	BUY	$51.2 - $56.28 $26,572 - $29,209	519 Added 1.07%	49,152 $2.7 Million
Q1 2019 Apr 10, 2019	SELL	$43.72 - $52.53 $50,758 - $60,987	-1,161 Reduced 2.33%	48,633 $2.51 Million
Q4 2018 Jan 15, 2019	BUY	$42.79 - $47.56 $66,880 - $74,336	1,563 Added 3.24%	49,794 $2.19 Million
Q3 2018 Nov 13, 2018	BUY	$42.66 - $49.08 $734,605 - $845,157	17,220 Added 55.53%	48,231 $2.1 Million
Q3 2018 Oct 11, 2018	SELL	$42.66 - $49.08 $492,808 - $566,972	-11,552 Reduced 27.14%	31,011 $1.35 Million
Q2 2018 Jul 17, 2018	SELL	$42.73 - $46.6 $44,524 - $48,557	-1,042 Reduced 2.39%	42,563 $1.97 Million
Q1 2018 Apr 17, 2018	BUY	$42.92 - $47.2 $341,600 - $375,664	7,959 Added 22.33%	43,605 $1.93 Million
Q4 2017 Feb 05, 2018	BUY	$48.05 - $53.25 $1.71 Million - $1.9 Million	35,646	35,646 $1.71 Million

Others Institutions Holding SO

# of Institutions

2,539

Shares Held

783M

Call Options Held

4.76M

Put Options Held

3.62M

View Full List

About SOUTHERN CO

Ticker SO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,088,669,952
Market Cap $98.6B
Description
The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. It operates through Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services segments. The company also develops, constructs, acquires, owns, and manages power generation asset...

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Monument Capital Management Southern CO Transaction History